• Placing orders in the mobile app

  There are two ways to place orders in Handy: through the App or on the Web portal. This article will focus on placing orders through the App. App When opening Handy, you'll have two options. You can click on the , which will open some options, where you can find Create Order. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbSome readers

• Placing orders in the web portal

  There are two ways to place orders in Handy. Through the or on the portal. This article will focus on placing orders through the web portal. Web (https://storage.crisp.chaSome readers

• Can a salespeople see other salespeople's clients?

  No, as long as each of them is assigned to a different zone. If they share the same client but have different representatives, they will be treated as separate clients, since the client’s code, email, and phone number will differ depending on the representative. Since the client was also registered with another manager, it will be considered a completely separate client. However, both salespeople will still be able to see the client’s basic information: name, address, city, postal code, and latSome readers

• Order Types

  To create order types, log in with your company admin account and navigate to Catalogs Order Types. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/captura-de-pantalla-2025-09-29mcqSome readers

• Route closure - Load differences

  To do this, add the quantity of product you want to transfer to the new route. When viewing the route, in the Return Inventory section, you’ll see the Load button, which automatically adds the product differences to the LoSome readers

• Send a copy of the order to the client by email

  In the web portal, go to Settings, and select Orders. There, enable the setting called When capturing an order, send a copy of the order to the client by email. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-17-at-1031111ngka7.png =845xauto) To define which address will receive these emailsSome readers

• After creating an order, send a copy of the order to the user via email

  After creating an order, the order details will be sent to the user who created it, to the email address registered to that user. This email will contain the client's information (address, phone number, email, and zone), as well as the order details (user, date of delivery, and type of order), and the order description (products and totals). Send us a message in the chat if you have any questions! :)Some readers

• Why can't I see my orders?

  In the "orders" screen, results are filtered in two ways: for company administrators and for supervisors. Supervisors will only be able to see the orders generated by their team. Only the orders made by users in their same zone will be visible. Administrators are able to see all orders generated in the company.Some readers

• Route closure using an Excel file

  You can fill in information about warehouse loads, shrinkage, and vehicle loads using an Excel template that you can download during the route closure process. This file comes pre-filled with the products from your route, and you can edit the quantities as needed before uploading it back to complete the route closure. The Excel file has the following format, and only the columns highlighted in green will affect the products currently in the route: (https://storage.crisp.chat/users/helpdesk/Some readers

• Reasons for return

  In Handy, reasons for return can be edited. You can add new ones and disable existing ones. To do this, go to Reasons for return in the main menu: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-09-30-at-122251c627po.png =220xauto) Here, you'll find existingSome readers

• Limit products available for price lists

  Some companies prefer to separate their clients in a way that not all of them are able to access the company's full product catalog. If your company works this way, there's a setting you can enable to control which products your salespeople can offer to your clients. To enable it, go to Settings, then click on the Orders tab, and enable the setting: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-28-at-103341fyqhkg.png =516xauto) InFew readers

• Web orders module (internal use)

  This module, not to be confused with client online orders, allows you to create orders just like you do on an Android mobile device, but through the web portal. This means that with this feature, you can also use the web portal to: Push products Send emails to the final client if this feature is enabled Using this feature has an additional cost, which will be charged on the first working day of the month, along with the rest of Handy's costs.Few readers

• Sales goals by amount

  Go to Reports and goals, then click on Goals by amount: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-28-at-12050289w7p.png =246xauto) You can filter sales goals weekly or monthly. You can also see which users have goals and which don't.Few readers

• Is it possible to get an email notification when an order is placed?

  Yes! Handy can automatically send emails to the recipients you choose every time you place an order. This email can be sent to more than one person at a time. The email will contain the order information, as well as a link to view the order in the web portal. To enable this setting and learn more about who will receive these emails, click here. The email will look like this: (https://storage.criFew readers

• Allow returns for exchange in presale if you have an open route

  To make an exchange return, you'll need the following: 1.- Enable this setting, found in Settings Orders Returns Settings. Only enable this setting if you want this process to take place during Presale. 2.- The user must have an open route. (https://storagFew readers

• Import inventory for each user through an Excel file

  To import each user's inventory, go to Manage Sales and Delivery Routes and select Import user inventory. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-27-at-424061ddsbkx.png =290xauto) Download the template and fill in the data. This template considers product code, user email, and amount as required fields. (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-27-at-4264417l3t6m.pFew readers

• Can Handy be used without an internet connection?

  The Handy app is designed to be used on mobile devices with a data plan that allows you to always have an internet connection. This will let you make the most out of all of Handy's features. However, this doesn't mean that Handy can't work without an internet connection. Handy can also be used if the device isn't connected to the internet, but some of its features will not work properly (real-time location, form location, visits, and real-time data upload). Handy includes features that allow coFew readers

• Return requests

  With this feature, mobile users will be able to make a return request without having an assigned load, since the delivery will not be completed immediately, but at a later time. 📦 What does this mean? This allows delivery staff to complete these return requests later, when they receive an open route. The total amount wiFew readers

• Import web orders from an Excel file

  In this article, we'll go over how to do this. Log in to your Handy account in the web portal In the main screen, click on Orders Click on the blue button called + Create Select the option: Create using an Excel template (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/Few readers

• Promotions

  That's why we created Handy's promotions feature to help you manage and execute promotions in an organized manner. In this article, we'll show you how it works. The promotions feature allows you to set the conditions necessary to offer clients a product for free or with a percentage off. Some examples of the conditions that can be set are: If the client buys 2 boxes of popcorn and 2 boxes of hot sauce,Few readers

• How to print orders outside the Handy App

  Whenever a user creates an order, Handy sends an email with the corresponding information to the company administrators and to the users registered as your notification recipients (more information here on how to set up your notification recipients). The email you receive with the order information can be printed: (https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-11Few readers

• Place an order based on a previous order

  There are times when clients place orders with similar products, or always place the same order. This causes mobile users to waste time manually adding each product to the order when placing it. Because of this, Handy has the option to, by just pressing a button, add all products from the client's last order to the new one. To do this, go to the Order Entry screen and click on the button labeled "Last sales order". Now, Handy will take all the products from the client's last order and loaFew readers